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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,172 | $96,508-65.6% | $75,901-56.3% | $152,897-78.3% |
| Participation rate | 44.4% | 76.2%-31.7pp | 69.3%-24.8pp | 82.5%-38.0pp |
| Annual return | 17.55% | 33.99%-16.4pp | 30.76%-13.2pp | 345.43%-327.9pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,245 | $4,554-50.7% | $3,603-37.7% | $5,851-61.6% |
| Admin fee / account holder | $58,682 | $8,081+626.2% | $5,420+982.7% | $11,599+405.9% |